Relating Incidents to other Records

You can link incidents to other records using the Incident Management module. All related incidents will be listed on the Related tab of the Incident Details screen.

To add a related record to an incident

  1. On the Incident Management menu, select the Incident Register.

    The Incident Register screen appears.

  2. Open the incident in which you would like to relate to another record.

    The Incident Details Summary screen appears.


    Incident Details Summary screen showing an incident record with the Related tab
  3. Go to the Related tab.
  4. Click the Add Related button on the incident, asset, processing activity, vendor, entity, or data element records.

    The Add Related modal appears.


    Add Related modal showing options to select and relate a record to the incident
  5. Select the record you would like to relate to the incident using the field selector.
  6. Click the Add Related button.

    To save and add another related record without closing the modal, click the Save and Add New button.

    Note:

    All incidents that are related to an inventory will appear on the Incidents tab of the Inventory Details screen.

To remove a related record from an incident

  1. On the Incident Details screen, select the Related tab.
  2. Hover over the row for the record you want to remove until the Context menu appears.
  3. Click the Context menu icon button.
  4. On the Context menu, select Remove.

    The Remove Related modal appears.


    Remove Related modal showing options to confirm removal of the related record.
  5. Click the Confirm button.